qinbafrank|May 15, 2026 02:37
Last night, Cbrs doubled its market value to over 80 billion US dollars at the opening of its IPO, which was a good timing as discussed a few days ago. Now, the market is rapidly expanding and hopes to find new potential Nvidia challengers, as well as higher pricing and expectations.
Last night, 33.49 million shares were sold, and basically all the shares issued in the IPO have changed hands. From the IPO to the unlocking period, there are only 15% of the circulating stocks, and the pricing core of the market is not business, but market trends, narrative expectations, and financial sentiment. It is also possible to reach the threshold of billions with the help of funds and emotions. But we can't get involved either. Although Cbrs is currently 15% in circulation, it only has billions of dollars in liquidity, which is much larger than the liquidity of several popular new stock listings before.
From a medium to long term perspective, it may be worthwhile to start with the layout after the unlocking period. Looking at the CBRS IPO documents, the unlocking period is 180 days after the IPO or two trading days after the Q3 2026 financial report release (whichever is earlier). At that time, the lifting of 85% of restricted shares and huge selling pressure would create a long-term safety cushion for you.
The trend of three popular new stocks listed in the past two years can be used as a reference:
Alab's semiconductor link plan for IPO in March 2024;
Crwv, the representative of the new cloud vendor that went public in March 25;
Crcl, the first stablecoin to go public in June 25.
Without exception, a hole has been created after the lifting of restricted stock restrictions. Different things, Alab went down all the way after going public, and only dropped four times after the lifting of the ban. Both crwv and crcl exploded after their IPOs, and the closer they got to the lifting of the ban, the more they fell.
This article is sponsored by @ bitget_zh, titled 'Bitget Buying US Stocks: Instant Entry, Smooth Trading'
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